Shamali Das

Financial Security Advisor
Investment Representative

After migrating from Dubai in 2003, I started my career with Freedom 55 Financial as a Training Manager and then moved to Director, Business Development. In 2012, I set up my practice as a Financial Security Advisor as I loved meeting with clients. I provide clients with creative financial solutions to meet their long term and short term financial goals. These solutions could be for generating income during retirement, enabling savings for their children's education, buying a home or ensuring that assets accumulated during their life time passes on tax efficiently for their loved ones (estate planning).

 

Both my bachelors and masters degree is in Economics and I also hold my Chartered Life Underwriter designation. I also am licensed in investments and insurance. While designing plans for clients I take into account their existing insurances and portfolios so that I can integrate further tax efficiencies.  Apart from having fluency in English, I also speak Malayalam, Tamil and have a fair understanding of Arabic and Assamese

 

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Recent posts

Meal planning on a budget

Jul 15, 2021 - Canada Life

With rising food costs, it’s hard to keep your grocery bill low without sacrificing the health and wellness benefits that come from a home-cooked meal...

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Three strategies for comfortable investing

Jul 01, 2021 - Canada Life

Asset mixes shift to a more conservative approach when people near retirement...

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Keeping kids busy on a budget

Jun 22, 2021 - Canada Life

Entertaining your kids can be expensive, but the good news is it doesn’t have to be...

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